Implementation Handbook
This handbook is for teams moving from evaluation into operating rhythm. It explains how to structure users, workflows, controls, and evidence so the platform stays useful after the first burst of setup.
4
Primary operator roles
1
Shared tenant context across services
3
Core audit milestones to prepare for
Operating Model
Structure the tenant around real ownership
AISEC works best when policy, risk, evidence, and monitoring each have a named owner, even if one person covers multiple functions in a smaller team.
Recommended team split
Assign a platform owner, a policy approver, a risk coordinator, and evidence contributors before importing a large backlog.
- Admins control tenant settings and user creation
- Managers drive policy and risk authoring
- Auditors contribute review and evidence validation
Working cadence
Treat the app as a weekly operating system, not a quarterly clean-up exercise, so controls, evidence, and risks stay audit-ready.
- Review open alerts and evidence exceptions weekly
- Run a policy review calendar with version tracking
- Use summary dashboards to spot control drift early
Lifecycle
Keep evidence and decisions traceable
The platform already models evidence upload, review, collection triggers, policy approval, and risk updates. Your handbook should mirror those lifecycle boundaries.
Policies
Use draft, review, and approval checkpoints to keep AI-generated content under human control.
- Only approve content after human verification
- Track version history for audit traceability
- Link policy changes to risk or control changes where possible
Evidence
Standardise how you name, tag, and review artefacts so evidence stays searchable when audit pressure increases.
- Prefer evidence titles that describe the control objective
- Use tags for system, period, and owner
- Review expiring artefacts before they become last-minute blockers
Monitoring
Operational alerts matter most when your response and acknowledgement expectations are documented up front.
- Define severity thresholds before rules are expanded
- Acknowledge and resolve alerts with notes for future review
- Escalate repeated drift into policy or risk work
Governance
Plan for the audit, not just the demo
Strong implementations connect the product to recurring governance events instead of using it only during evidence requests.
- Run internal audit preparation from the same control and evidence set used for daily operations.
- Feed management review with policy status, risk movement, control coverage, and monitoring trends.
- Capture exceptions and approvals in-system so you can explain why a control is partial or delayed.
- Use the roadmap and changelog pages during platform rollouts so internal stakeholders know what is stable now versus later.
Ready to turn the handbook into a live workspace?
Pair this handbook with the API reference if you are integrating services, or move straight into the product tour for stakeholder alignment.